Mark Howard Herhold
Investment adviser representative at Security First Financial
27 yearsExperience
2 statesRegistered in
$299.5MFirm assets
12 yearsFirm in business
Are you Mark Howard Herhold? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Security First FinancialMar 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Security First Financial
Legal name: Security First Financial Inc.
$299.5MAssets managed
640Clients
1Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4577415
- Firm CRD
- 122408